401(k) · DOL Form 5500 · 2022

Newton Wellesley Orthopedic Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
47
Participants Small participant base
79th
Percentile by assets National rank
$462,960
Avg per participant High balance/head
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Official DOL plan name: Newton Wellesley Orthopedic Associates, Inc. Retirement Plan · Sponsored by Newton Wellesley Orthopedic Associates, Inc. · Massachusetts · Healthcare & Social Assistance

$22M in assets, 47 participants

Newton Wellesley Orthopedic Associates, Inc.'s Newton Wellesley Orthopedic Associates, Inc. Retirement Plan reported $22M in total assets and 47 participants in its 2022 DOL Form 5500 filing, ranking in the 79th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #16,411 in Healthcare & Social Assistance (20,060 peers)

Where Newton Wellesley Orthopedic Associates, Inc. Retirement Plan sits by assets

Newton Wellesley Orthopedic Associates, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $22M for 47 participants (~$462,960/participant), down 28.6% in 2022.

#16,411
in Healthcare & Social Assistance (20,060 peers)
-28.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Newton Wellesley Orthopedic Associates, Inc. Retirement Plan's outsized position by total assets

Newton Wellesley Orthopedic Associates, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$21,759,129 Top 21% higher than 79% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Newton Wellesley Orthopedic Associates, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newton Wellesley Orthopedic Associates, Inc. Retirement Plan is a small filing (47 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 042461479 · Newton Wellesley Orthopedic Associates, Inc. PY 2022 · 401(k)

Newton Wellesley Orthopedic Associates, Inc. Retirement Plan · $22M · 47 · 79th

  • PHOTO $22M
  • IND 47
  • EOY 79th
  • 5500 401(k)
  • ASSETS near Nedelco, Inc. 401(k) Retirement Plan
  • PCT ind #16411

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Newton Wellesley Orthopedic Associates, Inc. Retirement Plan in the asset neighbourhood

Newton Wellesley Orthopedic Associates, Inc. Retirement PlanNewton Wellesley Orthopedic …$22MNedelco, Inc. 401(k) Retirement PlanNedelco, Inc. 401(k) Retirem…$22MRemitly, Inc. 401(k) Plan$22MGood Place Holdings Co. Retirement PlanGood Place Holdings Co. Reti…$22MSur-Seal 401(k) Retirement Savings PlanSur-Seal 401(k) Retirement S…$22M
End-of-year total assets ($M) among Newton Wellesley Orthopedic Associates, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$22M
Net Income-$9M
Employer EIN042461479
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newton Wellesley Orthopedic Associates, Inc.)

Sponsor-wide plan assets over time

All Newton Wellesley Orthopedic Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 12.687185226945436% vs 2022
2023 filing year
$21M$22M$23M$24M$25M 20222023 $21.8M $24.5M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 47 $22M
2023 1 43 $25M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Newton Wellesley Orthopedic Associates, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Newton Wellesley Orthopedic Associates, Inc. Retirement Plan, Total assets ($B): 0.021759129 · Participants: 47Newton Wellesley Orthopedic Associates, Inc. Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Newton Wellesley Orthopedic Associates, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Newton Wellesley Orthopedic Associates, Inc. Retirement Plan side-by-side with 3 peers →

Newton Wellesley Orthopedic Associates, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Nedelco, Inc. 401(k) Retirement Plan in NE ($22M); by covered participants it is Gpd Optoelectronics Corp. 401(k) Profit Sharing Plan in NH (47 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (47 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Newton Wellesley Orthopedic Associates, Inc. Retirement Plan assets move in 2022? ▼
Newton Wellesley Orthopedic Associates, Inc. Retirement Plan declined sharply - down 28.6% during 2022, from $30M to $22M. Reported net income was -$9M.
How have Newton Wellesley Orthopedic Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Newton Wellesley Orthopedic Associates, Inc.'s sponsor-wide assets grew 12.7%, from $22M to $25M.
Where does Newton Wellesley Orthopedic Associates, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Newton Wellesley Orthopedic Associates, Inc. Retirement Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Newton Wellesley Orthopedic Associates, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nedelco, Inc. 401(k) Retirement Plan in NE ($22M, 747 participants).
Which 401(k) plans cover a similar participant headcount to Newton Wellesley Orthopedic Associates, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gpd Optoelectronics Corp. 401(k) Profit Sharing Plan in NH (47 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042461479.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.